Anic Equity¶
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Total return since start: 0.611 %¶
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Equity now: -----------------------------> 49222.42 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45160.88 Kr¶
PnL: ---------------------------------------> 104.88 Kr¶
DD now: ---------------------------------> -7.338 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 13:53:06.533113'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.050000 | 1666.800000 | 197.800000 | 13.460000 | 1468.999998 |
| Orrön Energy | 180 | -1.310000 | 2173.500000 | 130.500000 | 6.390000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.100000 | 994.000000 | 59.000000 | 6.310000 | 935.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | -0.980000 | 830.600000 | 38.600000 | 4.870000 | 792.000000 |
| Hoist Finance | 35 | 0.170000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Sagax B | 4 | -0.530000 | 892.400000 | 38.400000 | 4.500000 | 854.000000 |
| Hexatronic Group | 12 | 0.050000 | 1002.240000 | 35.240000 | 3.640000 | 966.999996 |
| JM | 6 | -0.800000 | 895.200000 | 31.200000 | 3.610000 | 864.000000 |
| Sedana Medical | 93 | -4.400000 | 2544.480000 | 23.480000 | 0.930000 | 2521.000011 |
| Platzer Fastigheter Holding B | 12 | -3.530000 | 984.000000 | 23.000000 | 2.390000 | 960.999996 |
| OX2 | 13 | 1.840000 | 972.400000 | 22.400000 | 2.360000 | 949.999999 |
| Bilia A | 8 | -0.170000 | 914.400000 | 14.400000 | 1.600000 | 900.000000 |
| VEF | 909 | -2.380000 | 1863.450000 | 13.450000 | 0.730000 | 1850.000436 |
| Biotage | 7 | -0.440000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| HEXPOL B | 9 | 0.090000 | 1028.700000 | 7.700000 | 0.750000 | 1020.999996 |
| BioGaia B | 8 | -1.850000 | 932.800000 | 2.800000 | 0.300000 | 930.000000 |
| Clas Ohlson B | 12 | -1.160000 | 972.600000 | -0.400000 | -0.040000 | 972.999996 |
| AcadeMedia | 8 | -1.380000 | 400.800000 | -1.200000 | -0.300000 | 402.000000 |
| Byggmax Group | 33 | -2.100000 | 953.040000 | -2.960000 | -0.310000 | 956.000001 |
| Gränges | 9 | -1.910000 | 924.300000 | -3.700000 | -0.400000 | 927.999999 |
| ASSA ABLOY B | 3 | -1.000000 | 771.900000 | -7.100000 | -0.910000 | 779.000001 |
| EQT | 4 | -1.530000 | 823.600000 | -8.400000 | -1.010000 | 832.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Alimak Group | 11 | -1.320000 | 906.400000 | -21.600000 | -2.330000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -1.030000 | 943.600000 | -23.400000 | -2.420000 | 966.999999 |
| Addnode Group B | 11 | -0.610000 | 896.500000 | -24.500000 | -2.660000 | 921.000003 |
| SKF B | 5 | -0.600000 | 912.750000 | -27.250000 | -2.900000 | 940.000000 |
| Indutrade | 5 | -1.050000 | 1177.500000 | -40.500000 | -3.330000 | 1218.000000 |
| INVISIO | 16 | 0.880000 | 3648.000000 | -41.000000 | -1.110000 | 3689.000000 |
| Latour B | 4 | -1.180000 | 806.400000 | -50.600000 | -5.900000 | 857.000000 |
| Vitec Software Group B | 2 | -3.590000 | 1021.000000 | -66.000000 | -6.070000 | 1087.000000 |
| Bufab | 3 | -0.860000 | 1041.600000 | -67.400000 | -6.080000 | 1109.000001 |
| Hexagon B | 26 | -2.120000 | 3360.500000 | -100.500000 | -2.900000 | 3461.000010 |
| BHG Group | 97 | -1.690000 | 1358.000000 | -101.000000 | -6.920000 | 1458.999989 |
| TOTAL | 45178.560000 | 122.560000 | -7.30464% | 45056.000411 |
Updated:¶
'2023-07-05 13:52:03.969410'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
